Using Hub

This section details the user functionality in SS&C | Blue Prism® Hub. What the user sees and has access to is determined by the role they have been assigned. Plugins are assigned to roles and then users are allocated a specific role, thereby inheriting the plugins.

In this topic:

Localization

When you open the login page for Authentication Server, localization settings are automatically applied from your web browser. The login page and Hub display in the language most compatible with the language settings configured in the browser. If the language selected in your browser settings is not supported, English is used as the default. If required, you can manually change the language you want to use from the drop‑down list on the login page. The supported languages are:

  • English (United States)
  • French (Français)
  • German (Deutsch)
  • Japanese (日本語)
  • Spanish (Latin American)(Español – Latinoamérica)
  • Simplified Chinese (中文)

Dashboards

When first starting Hub the default display is a blank Hub dashboard – this is the same whether you are a Hub administrator or a standard Hub user.

The dashboard is a configurable page that provides a tailored view of your automation processes. To configure information displayed by the dashboard, add widgets. You can also create multiple dashboards to represent different views of the information available to enable you to efficiently manage your automations.

Create a dashboard

  1. On the Dashboard page, click Create dashboard.
  2. Enter a name and a description for the dashboard.

  3. Click Save.

    A notification message displays confirming the dashboard has been created. You are now ready to add widgets to your dashboard.

Add widgets

Widgets are the dashboard components that can be used to visually display different kinds of information, for example, the Business Process Overview widget. Up to 20 widgets can be added to each dashboard.

  1. Click Add widgets to display a list of available widgets.

  2. To view more details about a widget, click its information button.

    Information about the widget displays, for example:

    Click Cancel to close the details window.

  3. Click the widget name to add it to the dashboard.

    The widget appears on the dashboard and a success message is displayed.

Configure widgets

A widget can be:

  • Moved and resized – Move widgets by dragging and dropping to the required position on the dashboard. Widgets can also be resized by grabbing the bottom right corner and dragging to fit to the size required.

  • Customized – Many of the widgets are customizable. Click Edit widgets and click Options next to the required plugin.

Remove a widget

  1. Click Edit widgets.

  2. Click Remove on the required widget.

    The widget is removed from the dashboard.

Change the displayed dashboard

  1. On the Dashboard page, click Load dashboard.

    A list of available dashboards displays.

  2. Click the required dashboard.

    The Dashboard page refreshes with the selected dashboard.

Delete a dashboard

  1. On the Dashboard page, click Load dashboard.

    A list of available dashboards displays.

  2. Click the delete icon against the required dashboard.

    A message displays asking you to confirm.

  3. Click Yes to delete the dashboard.

    A notification message displays confirming the dashboard has been deleted.

Automation Lifecycle Management plugin

The Automation Lifecycle Management plugin is an optional service that requires an additional license key to operate. The Automation Lifecycle Management plugin also includes the Business Processes component, which is freely available to use and required by Interact Forms.

The Blue Prism Digital Workers provide an unparalleled skill and capability set with further use cases being addressable with each new release. Whilst capability is important, Blue Prism have paid equal attention to the usability during the delivery cycle, ensuring enterprises are provided with guard rails to ensure best practices are met.

Using Blue Prism’s Automation Lifecycle Management (ALM) capability within Hub, enterprises that are early on in their RPA/IA journey can benefit from application‑driven controls to ensure the key milestones of a successful delivery are met.

The ALM plugin provides a framework for business analysts to:

  • Capture the process definition of the business process
  • Delivering exception handling in a consistent manner
  • Review and sign-off the process structure.

In addition, ALM includes Wireframer which enables the efficient definition of business objects and actions, using best practice techniques, that can be used as part of an automation process. The benefits of designing using this methodology is that it allows the developers to rapidly deploy business objects and actions that will form the structure of the business process being automated.

For more information, see Using Automation Lifecycle Management (ALM) and Wireframer.

Control Room plugin

The Control Room plugin is an optional service that is freely available to use. The Control Room plugin is compatible with Blue Prism 7.0 or later and requires the Blue Prism API.

The Control Room plugin allows you to monitor your digital workforce in a web client, and run schedules. It provides the following features:

  • Work Queues – Monitor the status of work queue items and track queue activity.
  • Sessions – View, filter, and organize session activity in each environment.
  • Schedule Activity – Monitor the status of schedule runs for each environment, filter data and create user‑defined views.
  • Schedule Manager – Control, create, and modify schedules – manage their activity with the help of user‑defined views.
  • Digital Worker Health – View and monitor the Digital Workers in each environment.

The Control Room plugin also provides a number of dashboard widgets, which you can apply and customize to monitor your Blue Prism environments at a glance. These are:

  • Monthly utilization diary – Enables you to view the utilization of your digital workforce for each day of a month.
  • Utilization chart – Enables you to view the utilization efficiency of your digital workforce.
  • Utilization heatmap – Enables you to view patterns, peaks and troughs of activity for the digital workforce.
  • Work queue compositions – Enables you to view the composition of work queue items across your work queues.

For more information, see Using Control Room.

Decision plugin

The Decision plugin is an optional service that requires an additional license key to operate.

Blue Prism® Decision provides Blue Prism users with the ability to train and deploy intelligent machine‑learning decision‑making models within their Digital Workforce, without requiring any data science expertise. Blue Prism Decision's simple and intuitive user interface allows users to:

  • Define a model – Add a title, description, decision type, and decision variables.
  • Train the model – Use active learning based on defined input variables specified by the model service, without needing any data science knowledge to produce statistically accurate machine‑learning models.
  • Calibrate the model – Review model inputs and outcome predictions, and overwrite model decisions if required.

For more information, see Decision.

Interact plugin

The Interact plugin is an optional service that requires an additional license key to operate and forms part of the Interact service offering.

As a digital workforce expands the addressable use cases of an enterprise, there is a further need for Digital Workers and humans to collaborate in the end-to-end execution of a business process. In addition, innovative ways of assigning work to a digital workforce are required to provide flexibility on who can interact with the resource. Blue Prism Interact provides new and existing Blue Prism users with a collaboration interface for an end user's interaction with their digital workforce within a business process. Initiate, verify, receive and authorize varied work related to your business processes. In addition, Blue Prism Interact reduces the skill criteria required by allowing users to create dynamic web interfaces either by using the no-code form designer or using a Blue Prism Visual Business Object (VBO) to create forms based on the business process requirements.

Blue Prism Interact functionality is split across two Blue Prism components; firstly, a developer utilizing Hub and the Forms plugin to create and publish Forms for an end user to utilize; secondly the end user interface where they can, by utilizing published Forms, interact with the digital workforce.

For more information, see the Interact plugin user guide.

Log out

Click Logout to log out of Hub.

If you use Interact, you will also be logged out of the Interact web application.